Civic Intelligence

Monforton School Foundation

990EZ • Fiscal year 2016 • EIN 20-2380803

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 13, 2017

6001 Monforton School RoadBozeman, MT 59718

(406) 548-6199

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Assets

Up

$69,836

Up $33,217 (+91%) from 2013

Net Assets

$69,836

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$53,453

Down $31,326 (-37%) from 2013

Expenses

Down

$32,166

Down $33,547 (-51%) from 2013

Net Income

Up

$21,287

Up $2,221 (+12%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $22,534Liabilities 2011: $02011Assets 2012: $17,553Liabilities 2012: $02012Assets 2013: $36,619Liabilities 2013: $02013Assets 2016: $69,836Net Assets 2016: $69,8362016Assets 2017: $91,066Net Assets 2017: $91,0662017Assets 2018: $110,548Net Assets 2018: $110,5482018Assets 2019: $141,653Net Assets 2019: $141,6532019Assets 2020: $161,732Net Assets 2020: $161,7322020Assets 2021: $148,138Net Assets 2021: $148,1382021Assets 2022: $158,873Net Assets 2022: $158,8732022Assets 2023: $180,159Net Assets 2023: $180,1592023Assets 2024: $199,137Net Assets 2024: $199,1372024

Highlighted filing

2016

Assets$69,836
Liabilities-
Net Assets$69,836

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $33,199Expenses 2011: $38,494Net Income 2011: -$5,2952011Revenue 2012: $97,647Expenses 2012: $102,628Net Income 2012: -$4,9812012Revenue 2013: $84,779Expenses 2013: $65,713Net Income 2013: $19,0662013Revenue 2016: $53,453Expenses 2016: $32,166Net Income 2016: $21,2872016Revenue 2017: $159,189Expenses 2017: $137,959Net Income 2017: $21,2302017Revenue 2018: $80,474Expenses 2018: $67,104Net Income 2018: $13,3702018Revenue 2019: $141,005Expenses 2019: $110,096Net Income 2019: $30,9092019Revenue 2020: $110,204Expenses 2020: $90,251Net Income 2020: $19,9532020Revenue 2021: $30,360Expenses 2021: $43,954Net Income 2021: -$13,5942021Revenue 2022: $74,742Expenses 2022: $63,992Net Income 2022: $10,7502022Revenue 2023: $100,026Expenses 2023: $78,740Net Income 2023: $21,2862023Revenue 2024: $102,006Expenses 2024: $83,028Net Income 2024: $18,9782024

Highlighted filing

2016

Revenue$53,453
Expenses$32,166
Net Income$21,287
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 13, 2017
Return Version
2015v3.0
Gross Receipts
$73,848
Mission and Program Overview

Mission

Monforton School Foundation (a 501(c)3 nonprofitorganization) believes in the importance ofexcellence in education. As a result of unpredictablefunding and ever-changing needs in publiceducation, the Monforton School Foundationserves as the funding mechanism to develop,foster, and encourage excellence in education atMonforton School.

Program Services

DescriptionGrantsExpenses
PROMOTE EDUCATION, ATHLETICS, ARTS AND MUSIC AND SUPPORT MONFORTON SCHOOL AND ITS STUDENTS.$29,519$29,519
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA MICHAELPresidentPT$0--
DEAN STEPHENSVice President-$0--
AMANDA ARNESONTreasurerPT$0--
SHANNON ECKLEYSecretary-$0--
CHERIE ALBRECHTBoard Member-$0--
KRISTI GAINESBoard Member-$0--
ERYN PERALTABoard Member-$0--
KIM WILSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$18,985$18,985$14,133$4,852
Jogathon$17,235$17,235$6,262$10,973
Total Events$36,220$36,220$20,395$15,825
Filing and Contact Details

Filer

Filer Name
Monforton School Foundation
EIN
20-2380803
Phone
4065486199
Address
6001 Monforton School Road, Bozeman, MT 59718

Signing Officer

Name
Amanda Arneson
Title
Treasurer
Signed
2017-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Amatics CPA Group
Address
220 West Lamme Suite 3-A, Bozeman, MT 59715
Preparer
Shannon Warren
Phone
4064041925
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: MONFORTON SCHOOL | Donee's Address: 6001 MONFORTON SCHOOL RD BOZEMAN MT 59718 | Cash Amount Given: $29519

Other Expenses.1002

Office Expenses $476

Other Expenses.1012

Insurance $494

Other Expenses.1

PTO EXPENSE $1428

Other Expenses.2

LICENSE AND PERMITS $20

Other Expenses.3

Dues and subscriptions $18

Raw XML Appendix182 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MONFORTON SCHOOL | Donee's Address: 6001 MONFORTON SCHOOL RD BOZEMAN MT 59718 | Cash Amount Given: $29519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTO EXPENSE $1428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSE AND PERMITS $20
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/EIN0202380803
ReturnHeader/Filer/PhoneNum04065486199
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ReturnHeader/Filer/USAddress/ZIPCd059718
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ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON WARREN
ReturnHeader/ReturnTs02017-07-13T12:42:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

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Filings